slides · global inventory
Diagnose Problem
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,245
Current window 301-330
Pages 75
Rows per page 30
Slide function
301-330 of 2,245
16
The slide uses a narrative format to expose management's strategic missteps and the resulting financial underperformance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
19
Part of a chapter titled 'The Context'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
29
This slide appears to be part of a larger document (page 18) analyzing AOL's business segments and strategic failures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
40
This slide provides a detailed narrative account of market dynamics, regulatory hurdles, and competitive disadvantages faced by AOL.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
41
This is a text-heavy slide providing historical context on AOL's market position and regulatory environment.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
52
The slide uses a central hub-and-spoke diagram to connect the company name to the four quadrants of the SWOT framework.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
116
Standard SWOT framework applied to Time Warner's Filmed Entertainment segment.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
12
The slide uses a sidebar navigation element to frame the argument within a broader corporate governance critique.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
16
The slide uses a list of red/grey arrows to categorize issues, with a quantitative pie chart analysis of location overlap.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
18
Uses a list-based diagnostic framework to critique operational inefficiencies.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
30
The slide uses a combination of a line chart for cost trends and a table for consumption changes to build a case for strategic pivot.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
Uses a combination of comparative bar charts and callout boxes to frame the company as both a villain and a victim of climate change.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Includes a callout box citing Bloomberg Intelligence regarding supply chain risks.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
34
The slide uses a series of bullet points to build a case for urgency, citing specific legislation and consumer survey data.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
The slide uses a list-based diagnostic approach to frame the need for activist intervention.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
27
The slide uses a yellow border to highlight the quote, with specific emphasis underlined in the text.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
38
Uses an 'EXIT' sign metaphor to suggest investors have lost faith.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
53
Uses icon-grid to visualize board composition and a table to highlight tenure.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
66
This appears to be a page from an activist investor letter (likely Elliott Management) regarding Southwest Airlines.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
07
This is a classic activist investor 'diagnosis' slide, framing the company's issues as structural rather than cyclical.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
29
Uses AAP data to contrast 'New Adoptions' vs 'Other US K-12 Ed Spend' market share trends from 2007-2010.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Uses 'orphan' asset framing to justify a spin-off or divestiture.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
37
This is an activist investor slide arguing for a breakup or spin-off of business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
03
This is a text-heavy page from a shareholder letter (activist investor context).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
05
Uses a before-after comparison of revenue and operating income to highlight the divergence in performance.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
07
This slide uses a strong 'villain' framing to establish the need for change.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 1 hit
06
The slide uses strong, negative framing ('worst', 'failed', 'disgruntled') to build a case against the CEO.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
29
The slide uses a vertical red dashed line to mark the departure of Jim Vena as a causal event for the subsequent performance degradation.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
40
Includes a comparative bar chart of cost structures and three trend charts for trucking headwinds.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Mece Breakdown1 hit
31
The slide highlights the complexity of the current distribution network, contrasting direct sales with a multitude of online resellers.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit